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SBI Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
SBI Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2292 Cr | ₹36558 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 31 Aug 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | 39.82% |
| Expense Ratio | 2.04 | 1.57 |
| Manager | Ritika Behera | Pradeep Kesavan |
| ISIN Code | INF194KA1UE8 | INF200KA1Y40 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | -0.92% | -1.67% |
| 6 Month | 6.45% | 5.81% |
| 1 Year | 3.87% | 4.16% |
| 3 Year | 10% | 13.42% |
| 5 Year | 10.45% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.94% | 1.32% |
| 1 Year | 4.61% | 5.09% |
| 3 Year | 10.1% | 11.69% |
| 5 Year | 9.5% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 8.84% | 14.22% |
| 3 Year | 8.65% | 13.24% |
| 5 Year | 9.15% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.56% | 6.18% |
| Sharp | 0.64% | 1.11% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Ritika Behera | Pradeep Kesavan |
| Total AUM | ₹43013 Cr | ₹434274 Cr |
| Funds Managed | 19 | 43 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | SBI Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 25.96 | 33.35 |
| Large Cap | 55.46 | 55.67 |
| Small Cap | 9.39 | 3.44 |
| Mid Cap | 9.19 | 7.54 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
SBI Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 19.96 | 30.17 |
| Communication Services | 5.14 | 3.32 |
| Energy | 3.3 | 8.89 |
| Technology | 12.17 | 4.42 |
| Financial Services | 23.35 | 17.42 |
| Basic Materials | 3.73 | 5.33 |
| Industrials | 6.28 | 5.42 |
| Consumer Defensive | 7.59 | 4.49 |
| Consumer Cyclical | 8.04 | 6.59 |
| Healthcare | 7.48 | 3.63 |
| Real Estate | 1.28 | 4.12 |
| Utilities | 1.7 | 6.19 |
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